China's High-Speed Rail Builder Expands Into Electric School Buses
China's high speed rail maker apparently also makes electric school buses One just pulled up in my hood https://t.co/S65KTfIKLK
Tesla’s 10‑Q Flags $260M Expense on 20M Vehicle Delivery
10-Q surprises First provision for a first milestone of the 2025 comp package, and I was wondering last week which one it would be. Well, like always, read the 10-Q: "Delivery of 20 million Tesla vehicles" it is. $260m were expensed. https://t.co/CAPAjFaaf7
Most New Cars Will Be
Within 10 years most new cars produced globally will not have steering wheels or brake pedals
UNECE Final ADS Working Group Sets Stage for WP.29
📍Bangkok 🇹🇭 Kicking off the final @UNECE Automated Driving System Informal Working Group meeting before WP.29 meeting in June when the regulatory text will be tabled. Final steps now on the interpretation document & starting the plans for version 2 of...
EVs Triumph with Dropping Prices and Lower Ownership Costs
EVs win on both axes if these forecasts turn out to be correct: falling upfront prices and structurally lower lifetime ownership costs https://t.co/MalaEpoNSJ
Swedish Town Likely to Greenlight One-Year FSD Test
More FSD ripples in Europe: Strängnäs municipality, Sweden, is set to decide whether to approve a one-year FSD test on its roads, which would set it up for regulation approval. The vote is reportedly steering for a yes. Details: https://t.co/13O8UkZpXX h/t @Knytanders
Tesla FSD Gains Power Through OTA Updates, Nearing Full Autonomy
Tesla FSD is getting more powerful with each over the air update. This could be the future when full unsupervised is released later this year. What about using it like this now?
Europe Saw Record Negative EV Charging Prices This Weekend
Great times to charge your EV up in Europe over the past weekend, record negative prices (up to -0.48€/kWh) https://t.co/TDNVn5LQjN
FT Credits Trump’s Iran Stance for EV Tipping Point
Interesting irony. @FT indirectly credits Donald Trump for the EV ownership “tipping point” via the Iran situation. https://t.co/XTO8NrS1Vd
Norway Registers 98% Electric Cars, only 12 Petrol Sold
Norway sold 12 petrol cars in February 2026. Out of 7,272 new passenger car registrations, 98% were fully electric. Just 67 diesel & 12 petrol cars were registered. More in my new Substack newsletter coming out every 7 days. Sign up here:...
Tesla Still Learning Robotaxi Pickup/Dropoff, Thanks Josh
Tesla seems to have quite a lot to still learn on the robotaxi pudo (pickup/dropoff) side of things Thanks Josh for reporting both sides of the stories. 100% builds trust in your reporting
Hyundai’s Ioniq V Looks Like a Cyber‑Prius
is it me or did Hyundai cook up the CyberPrius with the new Ioniq V? https://t.co/nf8yd5orIh
Apollo Spins Off Forvia's Interiors Into Independent Automotive Powerhouse
Apollo carves out Forvia's interiors division to build a standalone automotive powerhouse Get the full story here: https://t.co/ClxFXkMKGi https://t.co/joSxZzeNvD
BYD's Patent Surge Powers China to Lead Car Exports
BYD, the company Elon Musk laughed at in 2011, is filing 52 patents per day, on average. Thanks to BYD, China now exports more cars than U.S. and Japan combined. https://t.co/v5sRfTeDFH
Tesla Showcases Optimus, Cybertruck, FSD at Danish Festival
Tesla is expanding its presence beyond just auto shows... because it has more technology to offer & introduce to all. In Denmark, Tesla was present with Optimus, Cybertruck and FSD ride-alongs at the Gamebox Festival in Herning Messecenter all weekend https://t.co/oNC0XVGd3O
Europe's Top Tesla FSD Users Log Thousands of Miles
Top 5 Tesla Self-Driving users in Europe on @fsd_database 1. @TSLA_inside_ — 1,477 miles 2. @ronald_termaat — 731 miles 3. @Sleijser — 622 miles 4. @EpicHaddock310 — 440 miles 5. @tvanschadewijk — 250 miles 6. Willy — 27 miles https://t.co/eMRsQOSjZQ
Dreaming of Nationwide Driverless Tesla Robotaxis
I have a dream that one day there will be driverless Tesla Robotaxis anywhere you could go in the United States
Tesla's Self-Driving Goes App-Only, No Car Needed
Up until now, if you wanted to use Tesla Self-Driving you had to spend tens of thousands of dollars on a Tesla first, have a place to charge, etc. Now with Robotaxi, you just download an app from the App...
Chinese Automakers Have Long Outpaced Tesla in Robotaxi Race
Chinese carmakers take on Tesla in race for robotaxi supremacy No kidding, they have been doing it for years.... https://t.co/doyHIKfYPz
Atul Auto to Produce 15k Rapid‑Charge EV Three‑Wheelers
Atul Auto Limited has formally entered into a Memorandum of Understanding with Exponent Energy Private Limited for manufacturing and supplying 15,000 electric three-wheelers worth Rs 490.50 crore. The three-year partnership, disclosed under SEBI Regulation 30, involves vehicles with 15-minute rapid...
Tesla's Mad Max Mode Beats Traffic, Outshines Competitors
Tesla Self-Driving Mad Max mode is so fucking sick It doesn't waste your time. Watch how it goes around slow cars on its own like a pro. I've never seen any other self-driving system do anything remotely close at 1:00 it even...
Alipay Launches AI Voice Payments for Cars
🇨🇳 Alipay brings mobile #payments to the car: Chinese tech firm Banma Intelligence and #fintech giant @Alipay unveiled a new AI-powered in-car system that allows drivers to make purchases using only their voice at the Beijing International Automotive Exhibition 2026. @finews_asia. https://t.co/S3ihuRsaq4
Germany's ICE Legacy Becomes Anchor; Dragon Bypasses with SDV
"article strikes a somber tone regarding German "Mittelstand" & automotive. It's a warning: the very things that made Germany successful (incremental improvement of ICE) are now anchors. Dragon is leveraging the transition to SDV to bypass a century of mechanical expertise"...
Ford Ramps up US Production yet Still Hemorrhages Billions
"Ford Is Building More Cars in the U.S. Than Ever—But Still Losing Billions" https://t.co/6FpXn1NHjv https://t.co/dX4BPjDl07
Waymo's Safety Hinges on Local Street Regulations
Waymo cannot make streets safer (or not). City and state policies make streets safer (or not). Waymo will act within whatever street-safety regime cities and states decide to adopt, for better or for worse. If SF penalized the company for...
Dedicated AV Lanes Boost Traffic Flow and Cut Latency
Once self-driving cars are sufficiently deployed, we can create dedicated lanes for them with higher speed limits and closer following distances between cars. This will both improve throughput and reduce latency.
Waymo Robotaxi Experience Convinces Miami Rider of Future
Just had my first @Waymo experience… it was magical… not sure I’ll never use Uber again in Miami… robotaxis are the future… no doubt about it. https://t.co/W11WEipjBr
Tesla Autopilot Makes Coast‑to‑Coast Trips Seamless
Lots of talk recently about using Tesla Self-Driving for long distance trips. Strongly recommend people try it, it's an amazing way to travel. Here's Tesla Self-Driving 14.3.1 taking me from Downtown San Francisco to Downtown Los Angeles with just a tap...
Tesla Delays Robotaxi Rollout in Five U.S. Cities
Tesla seems to say Robotaxi launch will be pushed back in 5 US cities https://t.co/r3NdTI4249 via @YouTube #tesla #robotaxi #automobile #tech #autonomoustaxi @lexfridman @KirkDBorne @Ronald_vanLoon @erikbryn @antgrasso @sallyeaves @Nicochan33 @HaroldSinnott @mvollmer1 @marcusborba @CatherineAdenle @vinod1975 @YuHelenYu @ingliguori @fogoros @ylecun @TerenceLeungSF @SourabhSKatoch @wil_bielert @HsrYueli...
EV Ownership Hits Tipping Point Across Many Nations
"EV ownership at ‘tipping point’ in many parts of the world, experts say" "EVs are dominating new car sales in some countries, while others are slower to transition" #alwaysbecharging ⚡️⚡️⚡️ https://t.co/JYNG4MoYGR
Xiaomi's Premium Push Targets Volume Cars, Not German Brands
“The rite of passage to enter the premium market is extremely long,” said Schmidt’s founder, Matthias Schmidt. “Xiaomi can still be a success in Europe, but more likely at the expense of volume carmakers rather than German premiums.” Kinda greatly ignores...
Xiaomi Outspeeds VW
“At the Xiaomi plant, 2,000 workers produce up to 300,000 cars a year. At its similarly sized electric car factory in Hefei, VW produces only a third of that volume with half the workforce. This is because the VW plant is...
Australia’s 2030 EV Surge Amid No Domestic Production
Here's our @FSS_Au vehicle sales projection for ICE, hybrids, PHEVs and BEVs projection for Australia to 2030 from Jan 2026, assumption is Australia doesn't build cars, so we buy what the world makes Four more years... Fruitloop? https://t.co/dkJ2U9AyOG https://t.co/pv6IT3SlLK
Self‑Driving Cars Fail Where Human Negotiation Matters
A few self-driving taxis in San Francisco just demonstrated the real problem with autonomy. They were too rational. For a brief moment, several robotaxis aligned at an intersection and created a perfectly polite deadlock. No aggression. No improvisation. No human-style “you go, I’ll go.” Just algorithms...
Tesla's Full Self-Driving Handles Rainy Garage Navigation
Tesla Self-Driving 14.3.2 can drive you from parking garage to parking garage in the rain with zero human intervention. Don't believe me? Here's a video of the Model 3 doing just that. https://t.co/610Ei0dI3J
AI Driving Transforms Lives Beyond Tesla Enthusiasts
I’m really excited to see FSD gaining so much traction every day I talk to people — and not just your typical Tesla nerds — who gush about how AI driving has changed their life
Tesla Autopark Finds Nearby Spots When Destination Lacks Lot
i’ve noticed something interesting in Tesla self driving 14.3.2 a lot of times it will go to a parking lot that is near the destination, but not at the destination the result is it can actually find a place to park...
Tesla Prioritizes Quality, Expands Beta for Eager Fans
They don’t fuck around. The wait is to make sure it’s great. Tesla is entering a new era. They are expecting the system to be great. Priority 1, 2, and 3 has to be maintaining that high bar of quality...
Tesla's FSD Beats Huawei ADAS in China Test
In China they're running side by side Tesla FSD comp to Huawei ADAS and the results speak for themselves. $TSLA
Tesla FSD Saved Me in Just 100 Miles
I used tesla model FSD for 100 miles only and it already saved my skin once already. Its worth everyone switching to FSD.
Chinese EVs Leap Ahead Using Nvidia’s Rapid Iteration Model
A great thread here on how Chinese EV companies move so much faster than US and European automakers by adopting the "Nvidia Way" -- rapid design cycle and continual improvements.
Tesla's Superchargers Reveal Strategy Amid Robotaxi Delays
A new #AutonomyMarkets episode is live. Watch or listen now on your favorite podcast player. Tesla's Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed $TSLA https://t.co/ZLDdV4IoxT
BYD Beats Tesla, Launches 1,000‑hp Roadster First
BYD released a new Tesla Roadster before Tesla did. BYD Denza Z is a 1,000 hp luxury drop-top EV hypercar [Images] https://t.co/5CCSnJwjyF Musk first promised the next gen Roadster in... checks notes ... November 2017!
Toyota's Strategy Amid Rethinking the Internal Combustion Engine
@mims reading your article at the rethinking of the internal combustion engine. What's Toyota's plan here? https://t.co/AOj70NLjvj
German Industry Leaders Dismiss Climate Urgency with “Yes, But”
"Contrast to Katzenjammer in executive floors of German industry, such as lawsuit filed by Merc Ola Källenius »Oversupply of EVs« or federal gov. Merz was able to repeatedly say »Yes, but« on climate protection this wk as host of Climate Dialogue in...
Tesla's AI Predicts Pedestrians Before They Appear
This one legitimately blew my mind. Tesla Self-Driving began slowing down for this pedestrian before he even walked out from between the cars. We didn’t see him at all. We were like “why is the car slowing?” Then he stepped...
Tesla Autopilot Yields to Pedestrian Unnoticed by Driver
Tesla Self-Driving moved over for this guy before I even noticed they were there https://t.co/h5Rh4MRiYz
Mobileye Quietly Builds Autonomous Driving Backbone with SuperVision
Mobileye (MBLY) is quietly building the backbone for autonomous driving, not just selling auto parts. With its ‘SuperVision’ system and a white-label strategy for global OEMs, this physical AI play is flying under the radar. 📡🚗 AIinvesting
Tesla's $40B Capex Sparks Innovation, Investor Anxiety
The Chinese are innovating in cars and doing things none of the others are doing. Didn’t @elonmusk just buy some new AI development tool company? Oh yeah. Yeah, Tesla’s AI is better. And I argue that autonomy is way way more important than...
Automated Driving Will Outpace Manual Within Ten Years
It’s becoming more and more normal every day. It won’t take a decade. One decade from now there will be more automated driving than manual driving